My Plan News

Money

Saving to own a dream house in the mountains 

A financial plan helped Priyanka and Sumit identify other goals as well

3 min read18 Jul 2018
Money

My plan: Instead of saving randomly, we now invest in a structured manner

Dentist couple Swathi and Satish Menon wanted a financial plan so that they could focus on their work, while their investments took care of their goals

3 min read9 May 2018
Money

‘Our finances became more structured after we got a plan’

Dhananjay and Preeti Suryavanshi's money was lying idle until they hired a financial planner as they were parking funds in their savings account and invested in just FDs

3 min read2 May 2018
Money

‘Our investments are boring, but then that’s how it’s supposed to be’

With their goals set, path decided and money hard at work, Chintan and Gautami say they are at ease now

2 min read8 Apr 2018
Money

Finding her direction with the help of a detailed financial map

A closer look at Supriya Rocha's investments showed that unlike most people, her's were almost entirely in equity-based products

3 min read19 Mar 2018
Money

‘We knew about the need to invest but did not know how much risk to take’

For all their goals such as son's education, buying a house and achieving financial independence, the investments of Bhavani and Kumar are now in different types of mutual funds through SIPs

3 min read5 Mar 2018
Money

With a planner, we got a realistic view of our finances and goals

Himanshi and Rishi Nath have based their investments based on different timelines to ensure they reach their goals comfortably

3 min read26 Feb 2018
Money

‘Reassurance of the financial planner saves me from panicking’

For the Munipellas, financial planning started by identifying their goals, then doing away with financial products they didn't need and finally changing their attitude towards money

4 min read12 Feb 2018
Money

With a financial plan, we feel secure; we know money will be there if we need it

The Roys started their financial planning by setting goals and then investing towards them, putting them in a comfortable spot now

3 min read6 Feb 2018
Money

My Financial Plan | ‘I no longer have to worry about money constantly’

Partha wanted to focus on his life and not worry about money. He accepted his limitations in the sphere of money matters and went to a financial planner to help him out

3 min read6 Feb 2018
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